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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$15.20
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income R4
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.94B
FMUFX vs HBLSX Comparison Chart in %
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FMUFX vs. HBLSX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMUFX is a Buy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUFX (1.36B). HBLSX pays higher dividends than FMUFX: HBLSX (3.24) vs FMUFX (2.08). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). FMUFX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 5.52 vs. HBLSX (3.22). FMUFX return over 5 years is better than : 26.45 vs. HBLSX (15.41).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 4.110 | 7.878 | 52% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.08 | 3.24 | 64% |
| Returns for 1 year | 5.52 | 3.22 | 172% |
| Returns for 3 years | 22.79 | 15.48 | 147% |
| Returns for 5 years | 26.45 | 15.41 | 172% |
| Returns for 10 years | 51.70 | 46.46 | 111% |
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